Overrides & Role Groups

Step 2 — Per-Party Overrides

Overrides restrict which Level 2 (Function) and Level 3 (Discipline) values are available for a specific Level 1 (Party). For example, you might restrict "Fire Safety" to only have the function "Checker" and the discipline "Fire Engineering" — preventing combinations like "Fire Safety - Design Manager - Civil" from being generated.

Creating an override

1. Select a party from the Select Party dropdown.
2. Check or uncheck the Level 2 functions and Level 3 disciplines that party should be restricted to.
3. The override appears in a table below, showing the party with its restricted values as coloured badges.
4. Click any existing override row to re-select that party for editing.

You can also use the Suggest Overrides button to get AI-powered recommendations. The AI analyses your party and discipline names and suggests logical restrictions with reasoning. You review and accept or dismiss the suggestions.

Role Groups

Role groups are catch-all ACC roles that represent multiple specific roles. For example, Employer - General - All might cover every role under the "Employer" party. Role groups are real ACC roles — the group name itself can be assigned to users and used for permissions, sharing, transmittals, and reviews.

Why role groups matter

• Permission consolidation — Instead of assigning the same permission to 20 individual roles, assign it once to the group (Step 5 does this automatically).
• Simpler sharing — Share a document with one group instead of listing specific roles.
• Transmittals and reviews — Send to a group rather than manually selecting recipients.
• Access requests — Groups are auto-detected when a user's role selections match the group's coverage.

Creating a role group

1. Choose the Party (L1) — select a specific party, or tick "All Parties" for a group spanning every L1 value.
2. Choose the Function (L2) — select an existing value, or tick "Catch-all" and type a label (default: "General").
3. Choose the Discipline (L3) — same choice: specific value or catch-all with a label (default: "All").
4. The group name is shown as a live preview in the format L1 - L2 - L3.
5. When any level is a catch-all, select which child roles the group covers (minimum 2 required).
6. Set the Match Mode — "All" or "Any" (see below).

Match Mode

Match mode controls how the group auto-includes in access request forms:

Editing existing groups

The groups table supports inline editing: click any L1, L2, or L3 cell to rename it, toggle the All/Any match mode button, or expand a row to adjust child role exclusions. When you have two or more groups, a bulk find & replace tool lets you rename values across all groups at once.

AI suggestions

The Suggest Role Groups button combines local heuristics (identifying parties with more than two disciplines) with AI-generated suggestions. Each suggestion shows the covered role count, a rationale, and an adjustable match mode. You can accept them individually or all at once. Suggestions that duplicate an existing group are automatically hidden.